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CMG > About > Disclosures > Privacy Policy

Privacy Policy

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Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires CMG Capital Management Group, Inc. (“CMG”) to tell you how it collects, shares and protects your personal information. Please read this notice carefully to understand what CMG does.

The types of personal information that CMG collects can include: Social Security number, income, assets, investment experience, account transactions, retirement assets, tax information, and account numbers.

To protect a client’s personal information from unauthorized access and use, CMG uses security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. These measures apply equally to current and former clients.

All financial companies need to share customers’ personal information to run their everyday business. Below, we list the reasons why financial companies can share their customers’ personal information, the reasons CMG chooses to share personal information and whether you can limit this sharing.

From time to time, CMG will share information for our everyday business purposes, such as to process transactions in your account or service your relationship. For example, we may need to discuss a client’s account with their custodian or with a service provider, such as an insurance company. We also share information with other co-clients that have entered a joint account agreement with you and CMG. You cannot limit this type of sharing because it is necessary for us to operate.

We may share your personal information with non-affiliates (such as an independent adviser) so that they can market to you. You can limit this type of sharing by calling us at (610) 989-9090 or by emailing us at privacy@cmgwealth.com and we will honor your request as soon as is reasonably possible. If you are a new client, we can begin sharing your information thirty (30) days from the date we sent this notice. When you are no longer our client, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.

Federal law also allows CMG to disclose clients’ information if CMG is: (1) previously authorized by the client to disclose information to third parties, including, but not limited to, clients’ other agents (e.g., attorney, accountant, insurance agent, broker-dealer, investment adviser, account custodian.); (2) required to do so by judicial or regulatory process; or (3) permitted to do so in accordance with the federal law.

Should you have any questions regarding this notice, please contact CMG’s President, PJ Grzywacz, at (610) 989-9090.

Important disclosure information: This website, and above links, contains information that has multiple authors and will offer multiple opinions on topics of interest. Any original written material on this website, either authored by CMG staff or external authors, are strictly the opinion of the author and not of CMG. If you find material that is inaccurate or defaming in any way, please contact us.

No Solicitation or Investment Advice: The material contained on this website is for informational purposes only and CMG is not soliciting any action based upon such material. The material is not to be construed as an offer or a recommendation to buy or sell a security nor is it to be construed as investment advice. Additionally, the material accessible through this website does not constitute a representation that the investments described herein are suitable or appropriate for any person.
Various links on this site will allow you to leave the CMG Web site. The linked sites are not under the control of CMG, and CMG is not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. CMG is not responsible for any correspondence via email or any other medium, email list servers, webcasting or any other form of transmission received from any linked site. Links to external sources do not imply any official endorsement by CMG or the opinions, ideas or information contained therein, nor guarantees the validity, completeness or utility of the information provided. Reference herein to any products, services, processes, hypertext links to third parties or other information does not necessarily constitute or imply endorsement, sponsorship or recommendation. CMG shall not be held liable for improper or incorrect use of data or information contained in any electronic publications. Data, information, and related graphics contained in electronic publications are not legal documents and are not intended to be used as such. CMG gives no warranty, express or implied, as to the accuracy, reliability, utility or completeness of any information contained in any electronic document.

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